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Ellies

I know there's quite a few Ellies investors here on #fintwit but I'm just not sure I see the value. - EBITDA losses in 3 of the last 5...

Thungela Long Term Outlook

At these levels I think Thungela is overpriced. There I said it. #JSETGA was spun-off from Anglo #JSEAGL just last year on the back of...

OneLogix Special Situation

OneLogix is currently trading on a P/NAV of 0,75. To the value investor this would seem like an obvious buy. You're buying R1 in assets...

Investment Research: Blog2

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